DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Advisor moves
Departures from Puente Asesoramiento De Inversiones, LLC
A move is two dates on IAPD: the day a person’s registration through one firm ended and the day a registration through another began. The type reads the class of each firm. This is the movement tape the mobility research is validated against; it says what happened, never why, and never who is about to.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Diego Garcia Devillalobosadames | Puente Asesoramiento De Inversiones, LLC no RAUM | Amerant Investments, Inc. independent RIA | Other | Feb 23, 2026 | Mar 23, 2026 |
| Federico Eduardo Francia Telesca | Puente Asesoramiento De Inversiones, LLC no RAUM | Balanz mixed wealth | Other | Jan 30, 2026 | Mar 25, 2026 (54 d) |
| Arianna E Kaufman | Puente Asesoramiento De Inversiones, LLC no RAUM | Activest Wealth Management, LLC independent RIA | Other | Jul 9, 2025 | Oct 30, 2025 (113 d) |
| Mckinzie Valverdy | Puente Asesoramiento De Inversiones, LLC no RAUM | Bbva Global Wealth Advisors, Inc. independent RIA | Other | Apr 21, 2025 | Dec 12, 2025 (235 d) |
| Gil O Aikins | Puente Asesoramiento De Inversiones, LLC no RAUM | Alcala Multi Family Office no RAUM | Other | Sep 28, 2023 | Feb 28, 2024 (153 d) |
| Rajiv Shah | Puente Asesoramiento De Inversiones, LLC no RAUM | Innova Advisors independent RIA | Other | Jun 20, 2023 | Jan 18, 2024 (212 d) |
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6 moves match.